Rosenthal Henry Capital Advisors’s Eagle Financial Services Inc Common Stock EFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,456
| Closed | -$308K | – | 61 |
|
|
2020
Q4 | $308K | Sell |
10,456
-2,044
| -16% | -$60.3K | 0.32% | 46 |
|
|
2020
Q3 | $315K | Hold |
12,500
| – | – | 0.4% | 50 |
|
|
2020
Q2 | $321K | Hold |
12,500
| – | – | 0.42% | 50 |
|
|
2020
Q1 | $299K | Hold |
12,500
| – | – | 0.4% | 56 |
|
|
2019
Q4 | $388K | Hold |
12,500
| – | – | 0.36% | 49 |
|
|
2019
Q3 | $369K | Hold |
12,500
| – | – | 0.38% | 49 |
|
|
2019
Q2 | $388K | Hold |
12,500
| – | – | 0.36% | 48 |
|
|
2019
Q1 | $382K | Hold |
12,500
| – | – | 0.37% | 49 |
|
|
2018
Q4 | $387K | Buy |
12,500
+1,000
| +9% | +$31K | 0.37% | 52 |
|
|
2018
Q3 | $429K | Hold |
11,500
| – | – | 0.34% | 51 |
|
|
2018
Q2 | $414K | Buy |
11,500
+1,500
| +15% | +$54K | 0.31% | 51 |
|
|
2018
Q1 | $328K | Hold |
10,000
| – | – | 0.26% | 51 |
|
|
2017
Q4 | $320K | Buy |
10,000
+99
| +1% | +$3.17K | 0.25% | 54 |
|
|
2017
Q3 | $290K | Buy |
9,901
+1,525
| +18% | +$44.7K | 0.22% | 53 |
|
|
2017
Q2 | $262K | Buy |
+8,376
| New | +$262K | 0.22% | 50 |
|